- Deloitte (Jericho, NY)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Deloitte (Williamsville, NY)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Guardian Life (Albany, NY)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Deloitte (New York, NY)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD,… more
- Truist (New York, NY)
- …not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and ... of Taxation, CPWA, CIMA + Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a focus on business development and… more
- Deloitte (Jericho, NY)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- New York University (New York, NY)
- …We prepare students for in-demand jobs in fields including real estate , hospitality and tourism; global affairs; global sports management; publishing; marketing ... will have: * Master's degree in financial planning (preferred) or a related discipline * CFP (R) certification * A minimum of 5 years of work experience in the field… more
- City National Bank (New York, NY)
- …* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and ... * Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
- JPMorgan Chase (New York, NY)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... markets and alternative investments, including Hedge Funds, Private Equity and Real Estate We are actively looking for exceptionally talented individuals who are… more
- Charles Schwab (Brooklyn, NY)
- …financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. ... be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the… more